Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MORGAN STANLEY INTL ADV PORT I in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DORNIER MEDTECH AMERICA, INC. DORNIER MEDTECH AMERICA, INC. 401(K) PLAN | KENNESAW GA | 127 | $18.7M | $557K |
| 2 | WRIGHT IMPLEMENT 1, LLC WRIGHT IMPLEMENT RETIREMENT SAVINGS PLAN | OWENSBRORO KY | 276 | $16.9M | $392K |
| 3 | POLARIS LABORATORIES, LLC POLARIS LABORATORIES, LLC 401(K) PLAN |
INDIANAPOLIS IN |
| 154 |
| $6.7M |
| $286K |
| 4 | THE DRUKER COMPANY, LTD THE DRUKER COMPANY 401(K) PLAN | BOSTON MA | 252 | $26.8M | $237K |
| 5 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN | LAS VEGAS NV | 749 | $16.0M | $227K |
| 6 | BTG PACTUAL ASSET MANAGEMENTUS BTG PACTUAL 401(K) PLAN | NEW YORK NY | 477 | $59.0M | $108K |
| 7 | RESULTS FOR DEVELOPMENT INSTITUT RESULTS FOR DEVELOPMENT INSTITUTE 401(K) PLAN | WASHINGTON DC | 104 | $19.9M | $27K |
| 8 | D.C. CENTRAL KITCHEN, INC. D.C. CENTRAL KITCHEN, INC. 401(K) PLAN | WASHINGTON DC | 261 | $7.1M | $14K |
